• The Wiser Finanial Advisor: Trusted Contacts and POA (#111)

  • Aug 6 2024
  • Duración: 10 m
  • Podcast

The Wiser Finanial Advisor: Trusted Contacts and POA (#111)

  • Resumen

  • Today we're going to talk about two important topics that are especially important for people over the age of 62: naming a power of attorney and selecting a trusted contact for your investment accounts.

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    Contact Josh Nelson: https://www.keystonefinancial.com
    Contact Jeremy Busch: https//www.keystonefinancial.com
    Podcast Editing: Tim Leaman/info.primegen@gmail.com

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